COHEN & STEERS RL EST OPPRT (RLTY) Institutional Ownership Changes & 13F Activity
COHEN & STEERS RL EST OPPRT (RLTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Pathstone Holdings, Llc, Advisors Asset Management, Inc., Bank Of America Corp, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -392,578 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Independent Financial Group, Llc | Sell | -12,900 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| Advisory Advocates, Llc | Buy | +21,705 | — | 21,705 | $319.06K | Q4 2025 | May 05, 2026 |
| Raymond James Financial Inc | Buy | +118,400 | — | 118,400 | $1.74M | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +232,740 | — | 232,740 | $3.42M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +149,888 | — | 149,888 | $2.20M | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, Llc | Buy | +35,689 | — | 35,689 | $524.63K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +35,266 | — | 35,266 | $518.41K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +23,238 | — | 23,238 | $341.63K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +13,518 | — | 13,518 | $198.71K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +12,811 | — | 12,811 | $188.32K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2,314 | — | 2,314 | $34.02K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +1,373,956 | — | 1,373,956 | $20.20M | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, Llc | Buy | +453,346 | — | 453,346 | $6.66M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +80,219 | — | 80,219 | $1.18M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +15,477 | — | 15,477 | $227.51K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,622 | — | 1,622 | $23.84K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +1,479 | — | 1,479 | $21.74K | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management Llc | Buy | +1,066 | — | 1,066 | $15.74K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +91,588 | — | 91,588 | $1.35M | Q4 2025 | Feb 12, 2026 |
| Beacon Capital Management, Inc. | Buy | +83,500 | — | 83,500 | $1.23M | Q4 2025 | Feb 12, 2026 |
| Wedbush Securities Inc | Buy | +12,900 | — | 12,900 | $190.00K | Q4 2025 | Feb 12, 2026 |
| Pettinga Financial Advisors Llc | Buy | +11,135 | — | 11,135 | $163.69K | Q4 2025 | Feb 12, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +62,769 | — | 62,769 | $922.70K | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +37,353 | — | 37,353 | $549.09K | Q4 2025 | Feb 11, 2026 |
| Gilpin Wealth Management, Llc | Buy | +2,231 | — | 2,231 | $32.80K | Q4 2025 | Feb 11, 2026 |
| Adapt Wealth Advisors, Llc | Buy | +17,415 | — | 17,415 | $256.00K | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | Buy | +27,849 | — | 27,849 | $409.41K | Q4 2025 | Feb 09, 2026 |
| Allium Financial Advisors, Llc | Buy | +13,646 | — | 13,646 | $200.59K | Q4 2025 | Feb 09, 2026 |
| Harbour Investments, Inc. | Buy | +278 | — | 278 | $4.09K | Q4 2025 | Feb 09, 2026 |
Frequently asked questions about RLTY activity
Which institutional owners are buying RLTY?
Institutional owners buying RLTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RLTY activity?
"Buy" means an investor increased their reported position in RLTY compared to the prior reporting period. This reflects growing exposure to COHEN & STEERS RL EST OPPRT (RLTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RLTY increasing?
Institutional interest in RLTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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